Data Centers

Five forces reshape core real estate investing

From income durability to active management to broadening sector definitions, these shifts are reshaping what qualifies as core and core-plus real estate in 2026.

PIMCO Prime Real Estate on core real estate no longer being for passive investors

In a turbulent market, a clearly defined strategy and active management are essential, says PIMCO Prime Real Estate’s Annette Kröger.

Harrison Street Asset Management on how alternatives are redefining core real estate

Alternative sectors have moved from niche allocations to mainstream portfolios as investors emphasize demand resilience and long-term demographics, say Christopher Merrill and Joey Lansing of Harrison Street Asset Management.

ESR on building core logistics real estate that endures

Rising construction costs, limited supply of prime space and growing rents are helping logistics outperform other income-focused real estate strategies across Asia-Pacific, says ESR’s Phil Pearce.

Core real estate’s geography of safety is evolving

Investors are redefining risk and rethinking what belongs in a core portfolio across Europe, the Americas and Asia-Pacific.

Macquarie Asset Management on powered land becoming the industry’s scarcest asset

As AI drives demand for ever-larger facilities across Asia-Pacific, investors are focused on the ability to secure power rather than the buildings themselves, says Macquarie Asset Management’s James Kemp.

Managers should get ahead of an emerging branding crisis

As mounting opposition to data centers meets rising anxiety over AI, private real estate’s hottest sector faces more than just a regulatory problem.

Canada’s CPP pledges €600m to two European opportunity funds

The Toronto-based pension revealed over €1bn in previously undisclosed real estate commitments since July, including sizable checks to managers Aermont and Azora.

Fifth Wall’s Wallace: ‘SpaceX is the next iteration of real estate as an industry’

The co-founder of the proptech venture firm believes ideas like extra-terrestrial data centers exemplify how investors should be thinking about modern real estate as commercialized space.

Iran War delays private real estate comeback, says Blackstone’s Gray

Citing strong performance this year by listed REITs, Blackstone’s president expects a private-sector recovery as soon as borrowing rates and volatility ‘start to settle down.’